IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.58M
3
+$2.54M
4
JPM icon
JPMorgan Chase
JPM
+$2.17M
5
UNP icon
Union Pacific
UNP
+$2.03M

Top Sells

1
+$5.53M
2
+$4.44M
3
+$2.46M
4
ORCL icon
Oracle
ORCL
+$1.76M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.64M

Sector Composition

1 Healthcare 17.52%
2 Technology 17.25%
3 Energy 15.36%
4 Industrials 13.57%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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